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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $34,640 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $28,484 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $2,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,117 | $36,916+62.8% | $156,551-61.6% | $57,658+4.3% |
| Participation rate | 51.4% | 63.4%-12.0pp | 84.0%-32.6pp | 70.2%-18.8pp |
| Annual return | 6.10% | 12.38%-6.3pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,340 | $1,571-14.7% | $5,501-75.6% | $1,974-32.1% |
| Participant deferral / active EE | $2,904 | $1,926+50.8% | $4,871-40.4% | $3,061-5.1% |
| Admin fee / account holder | $157 | $82+90.5% | $13,028-98.8% | $95+66.2% |